Foundations Investment Advisors, LLC Innovator U.S. Equity Power Bu Transaction History

Foundations Investment Advisors, LLC

$4.87 Billion
Q4 2024

A detailed history of Foundations Investment Advisors, LLC transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 22,955 shares of PFEB stock, worth $852,089. This represents 0.02% of its overall portfolio holdings.

Number of Shares

22,955

Previous 23,225 1.16%

Holding current value

$852,089

Previous $837,000 0.84%

% of portfolio

0.02%

Previous 0.02%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	SELL	$35.94 - $36.85 $9,703 - $9,949	-270 Reduced 1.16%	22,955 $844,000
Q3 2024 Oct 21, 2024	SELL	$34.29 - $36.04 $21,911 - $23,029	-639 Reduced 2.68%	23,225 $837,000
Q2 2024 Aug 02, 2024	BUY	$33.41 - $35.14 $75,874 - $79,802	2,271 Added 10.52%	23,864 $838,000
Q1 2024 May 13, 2024	BUY	$32.55 - $34.16 $482,521 - $506,387	14,824 Added 219.0%	21,593 $737,000
Q4 2023 Feb 08, 2024	SELL	$29.66 - $32.66 $191,603 - $210,983	-6,460 Reduced 48.83%	6,769 $221,000
Q3 2023 Oct 05, 2023	BUY	$30.36 - $31.28 $401,632 - $413,803	13,229 New	13,229 $402,000

Others Institutions Holding PFEB

# of Institutions

179

Shares Held

12.3M

Call Options Held

Put Options Held

View Full List

About INNOVATOR U.S. EQUITY POWER BU

Ticker PFEB
Sector ETFs
Industry ETFs

More about PFEB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Foundations Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Foundations Investment Advisors, LLC with notifications on news.

Account

Foundations Investment Advisors, LLC Innovator U.S. Equity Power Bu Transaction History